3 Sep, 2020
As our recent education articles highlight, accountants today live in an age of lifelong learning. And so we thought it might be a good idea to gather all our learning resources in one place so you can stay up to speed and on top of your game.
Free whitepapers and guides
Reporting when it’s not Business As Usual
In June, we put together 12 blog posts on using Fathom to help see your clients or business through lockdown and beyond. And though those conditions have eased somewhat, they’ve certainly not gone away. The verdict from accountants who downloaded it? Well, in the words of Paul Barnes at MAP, “that’s impressive”. So if you missed our Business Unusual series, you’ll be pleased to hear you can get them all as one handy PDF here.
Download now: Business Unusual guide
Tracking essential KPIs
At Fathom, we know how important KPIs are to the health of your business. So we’ve teamed up with our friends at Seedstars and together, we’ve put all our knowledge, tips and experience into a free handy e-book. It’s packed with tips, examples and advice on questions such as:
- How do I review my existing KPIs or define new ones?
- How do I set the right targets for my business KPIs?
- What’s the best way to build (or streamline) a reporting system?
- What are the tools and reporting systems in the market?
Download now: Free e-book: Your Guide to Tracking Essential KPIs
How to sell advisory services using Fathom
Geni Whitehouse, CPA firm partner, author and TEDx speaker shares a practical framework on how you can use Fathom to sell business advisory services to new or existing compliance clients. You can get Geni’s downloadable guide below, as well as check out her videos on Advisable.
Download now: How to sell advisory services using Fathom
Watch: Geni Whitehouse on Advisable
The team here at Fathom run regular demonstration webinars in your timezone every Wednesday and Thursday (you can register for one here). But if you can’t make it, we also have several recordings available.
Processing consolidations manually in spreadsheets takes time and can often be prone to error. Not only that, but the information might not always be the most up to date. At Fathom, we eat these problems for lunch. In this webinar we showcase Fathom’s consolidation and benchmarking functionality and how you can use them with your clients or business.
In July, we partnered with Revolut on a joint webinar. The topic was how to save cash, trim costs, and generally have a leaner business, with specific examples of cost-saving strategies and actionable outcomes. If you missed it, it's now available on-demand.
Video guides and articles
Fathom is a great tool for helping clients understand their business’ numbers, but if you’re new to Fathom, you might not be quite sure when and how to introduce it to clients. We've pulled together some short videos and articles that show you how and when to showcase Fathom, win remote clients, and start that advisory journey.
Shorts case study
Malcolm Pope, Audit and Accounts Partner at Shorts, tells us how Fathom has saved the team time and helped increase monthly revenue, while also being much easier to use than their previous reporting software.
Fathom's South Africa case studies
South Africa is a rapidly growing market for Fathom, and cloud accounting generally. We’re delighted to have several case studies and customer catch up Q&As. You can find them all on our South Africa hub page here.
And if you’re a franchisee or franchisor, then don’t miss our customer story with Australia-based O’Brien Group. They’ve been long term advocates of Fathom to help grow their operation and plan for the future.
Start a free trial
So there you have it, resources to ensure you and your team stay up to speed on how to best use Fathom with your clients. And if you're not a Fathom user right now, you can start a free 14 day trial and start seeing just how powerful and easy to use it is.
Written by Andrew Webb
Andrew is Fathom’s Content Strategist based in the UK. He has a background in journalism and has worked for companies like the BBC and HuffPost, as well as start ups in education and technology. Andrew has also published 5 food books and makes a great pie.